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FINANCIAL STRATEGIES & RETIREMENT PLANNING

Jeffrey J. Rockefeller, MBA, CFP®


1025 West Indiantown Road, Suite 101
Jupiter, FL 33458
Phone:
  • Office: 561-575-6363
  • Cell: 561-818-8512

 

At ROCKEFELLER & ASSOCIATES we strive to understand you and your unique financial goals. Our promise is to always be there for you while we work together to protect and grow your assets.

This Web site has been created for you in order to help you gain a better understanding of the basic financial concepts behind investing, retirement planning, insurance and wealth preservation. Most important, we hope you will see the value of working with a skilled financial professional to pursue your personal and professional goals.  The next step is up to you!

 

 

 

 

  

   CERTIFIED FINANCIAL PLANNERTM      

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.



I
n recognition of his work with area Medical Professionals, Jeff Rockefeller of Rockefeller & Associates has been named an MD Preferred Financial Services Professional.

 

    

 

Contact Us

Please feel free to contact us with any questions.

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Flipbooks

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Calculators

You can review interesting calculators on my site.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck